Boreal Capital Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Boreal Capital Management’s Portfolio IQLT Stock Details IQLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$666K	Buy	13,441 +3,937	+41%	+$192K	0.5%	54
2026 Q1	$439K	Hold	9,504	–	–	0.36%	70
2025 Q4	$432K	Sell	9,504 -1,390	-13%	-$62.3K	0.33%	79
2025 Q3	$481K	Sell	10,894 -1,804	-14%	-$77.8K	0.39%	70
2025 Q2	$549K	Buy	+12,698	New	+$527K	0.45%	49

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Boreal Capital Management's IQLT Position: Q2 2026 in Review

Boreal Capital Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 41% in Q2 2026, buying an estimated $192K and bringing the position to 13,441 shares worth $666K. The position accounts for 0.5% of the portfolio, ranked #54.

Boreal Capital Management first reported a position in IQLT in Q2 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Boreal Capital Management held 13,441 shares of iShares MSCI Intl Quality Factor ETF worth $666K as of Q2 2026.
Boreal Capital Management bought 3,937 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $192K.
iShares MSCI Intl Quality Factor ETF made up 0.5% of Boreal Capital Management's portfolio in Q2 2026, its #54 holding.
Boreal Capital Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.